Use cases
Find the ten that sound like your week.
Each card says what happens today and how it runs in Slack. Filter by department, open the ones that fit, and send them to us. We write how they would run in your company.
The library
By department, then by industry.
- SalesInstant lead alertsToday: Web and ad leads sit in an inbox until someone checks. In Slack: Each lead posts to #leads with its source and is assigned in the thread.Workflow Builder, Salesforce channels or Slack CRM
- SalesDeal roomsToday: Deal context is spread across email, chat and the CRM. In Slack: One channel per big deal, with the record pinned and everyone who matters in it.Salesforce channels, canvases
- SalesDiscount and quote approvalsToday: Approvals wait in an inbox or happen in WhatsApp with no trail. In Slack: Request in #deal-desk, routed to the approver; the answer is written back to the CRM.Workflow Builder approvals, Salesforce Flow
- SalesMeeting prepToday: Reps open five tabs before a call. In Slack: A brief before the meeting: account history, open cases, recent messages.Slackbot with CRM data
- SalesPipeline reviewToday: A weekly spreadsheet nobody trusts. In Slack: A Monday digest of deals that moved, stalled or slipped, discussed in the thread.Scheduled workflow, Salesforce reports
- SalesCustomer channelsToday: Key clients email individuals, and the history leaves with people. In Slack: A shared channel with each key client.Slack Connect
- Customer serviceEscalation roomsToday: An urgent case bounces between teams by email. In Slack: The case opens a channel, pulls in the right people and closes with a summary on the record.Service Cloud for Slack, workflows
- Customer serviceAsk an expertToday: Agents wait for a specialist to reply. In Slack: A request form in #ask-product, answered in the thread and kept for next time.Workflow Builder, Lists
- Customer serviceAnswer draftsToday: Agents search old cases for the right reply. In Slack: An AI agent drafts the reply from your knowledge; a person sends it.Agentforce or Claude, enterprise search
- Customer serviceIncident roomsToday: Outages run on a call nobody records. In Slack: One incident channel with a timeline, owners and a write-up afterwards.Workflows, canvases, huddles
- Customer serviceShift handoverToday: Notes in a shared doc that nobody reads. In Slack: An end-of-shift post of open cases and who owns them.Scheduled workflow, Lists
- Customer serviceCustomer feedback loopToday: Complaints never reach the product team. In Slack: Tagged feedback flows into #voice-of-customer with a weekly digest.Workflows, Slackbot summaries
- MarketingCampaign launch roomToday: Launch tasks live in five tools and a group chat. In Slack: One channel per launch with a checklist, owners and dates.Lists, canvases
- MarketingCreative approvalsToday: Designs go round by email until someone signs off. In Slack: Post the asset; reviewers approve in the thread and the approval is logged.Workflow Builder
- MarketingAgency channelsToday: Agencies work over email and miss context. In Slack: A shared channel with each agency.Slack Connect
- MarketingLead quality loopToday: Marketing never hears which leads closed. In Slack: A weekly post of leads by source and stage from the CRM.Salesforce reports, scheduled workflow
- MarketingContent requestsToday: Requests arrive in DMs and get lost. In Slack: A request form that queues the work with a due date.Workflow Builder, Lists
- FinanceSpend and purchase approvalsToday: Purchase requests wait in email chains. In Slack: A request form routes by amount to the right approver; the decision is logged.Workflow Builder approvals
- FinanceInvoice and payment questionsToday: Vendors and staff chase finance by phone. In Slack: A #finance-help form answered in the thread; repeat questions get a drafted answer.Workflows, Agentforce or Claude
- FinanceCollections remindersToday: Someone exports a list and sends reminders by hand. In Slack: What is due is posted, reminders go out, and late payers are flagged to the account owner.Agentforce, ERP or Salesforce data
- FinanceMonth-end closeToday: A spreadsheet checklist and a lot of chasing. In Slack: A close channel with a task list and owners, nudged on a schedule.Lists, scheduled workflows
- FinanceCommission and payout approvalsToday: Disputes over splits surface after payday. In Slack: Splits proposed from the CRM and approved in the thread before payroll.Salesforce data, approvals
- FinanceBank and audit partnersToday: Sensitive threads across many email chains. In Slack: Shared channels with the bank and the auditors.Slack Connect
- People and HRNew joiner onboardingToday: Day-one tasks depend on who remembers. In Slack: A welcome workflow with a checklist, introductions and access requests.Workflow Builder, canvases
- People and HRLeave and policy questionsToday: HR answers the same questions all week. In Slack: An AI agent answers from the policy handbook and hands off when unsure.Agentforce or Claude, canvases
- People and HRHiring loopsToday: Interview feedback arrives late, by email. In Slack: One channel per role; feedback forms post to it before the debrief.Workflows, Lists
- People and HRAnnouncementsToday: All-staff emails go unread. In Slack: An announcements channel, with acknowledgements for policy changes.Workflow Builder
- People and HRField team check-insToday: Site and sales staff report by phone. In Slack: A daily check-in form from the mobile app.Workflow Builder, Lists
- IT and securityIT help deskToday: Tickets by email, status unknown. In Slack: An #it-help form that opens a ticket and updates the thread as it moves.Workflow Builder, ticketing integration
- IT and securityAccess requestsToday: Access granted on a WhatsApp message, with no record. In Slack: Requests routed to the manager and the system owner, logged on approval.Workflow Builder approvals
- IT and securitySecurity alertsToday: Alerts flood an inbox nobody watches. In Slack: Alerts post to #security with severity and an owner, and are triaged in the thread.App integrations, workflows
- IT and securityChange approvalsToday: Changes go live without a recorded approval. In Slack: A change form approved in the thread before the release window.Workflow Builder, Lists
- IT and securityOne governed workspaceToday: Company chat is scattered across personal apps. In Slack: One workspace with sign-in, retention and audit rules your IT team controls.Business+ or Enterprise+ admin
- OperationsMorning briefingToday: Leaders ask five people for status. In Slack: A daily message with pipeline, open escalations and what is stuck.Slackbot, scheduled workflow, CRM data
- OperationsDecision logToday: Decisions made on calls are forgotten. In Slack: Decisions posted to #decisions with an owner and a date, searchable later.Workflow Builder, Lists
- OperationsVendor and supplier channelsToday: Orders and delays tracked by phone. In Slack: A shared channel with each key supplier.Slack Connect
- OperationsCross-team projectsToday: Status meetings to find out who is blocked. In Slack: A project channel with a tracker and a weekly summary.Lists, Slackbot summaries
- OperationsMove off WhatsApp groupsToday: Company decisions live in personal WhatsApp groups. In Slack: The same groups as company channels, searchable, and kept when staff leave.Channel design and migration
- Real estatePortal lead conciergeToday: Property Finder, Bayut and Dubizzle leads wait in inboxes. In Slack: Leads land in #leads in seconds; an AI agent replies, qualifies and assigns.Portal webhooks, Agentforce, Salesforce or Slack CRM
- Real estateViewing bookingToday: Viewings are arranged by phone tag. In Slack: Slots offered and the viewing booked on the agent’s calendar.Agentforce, calendar integration
- Real estateLive inventory answersToday: Brokers ask “is 1204 free?” in WhatsApp groups. In Slack: Availability and price answered from Salesforce in the broker channel.Slack Connect, Agentforce
- Real estateBroker lead registrationToday: Two brokers claim the same buyer. In Slack: A registration form in the developer’s broker channel, time-stamped on the record.Slack Connect, Salesforce
- Real estateDiscount and payment-plan deskToday: Discounts promised on WhatsApp are found after the SPA. In Slack: Requests in #deal-desk are checked against policy, approved in the thread and written back.Workflow approvals, Salesforce Flow
- Real estateListing permit checkToday: Ads go live without a valid Trakheesi number. In Slack: Every listing is checked for a permit number before it posts.Workflow, listing data
- Real estateDeal channel to SPA and OqoodToday: Buyer details are retyped three times. In Slack: One channel per unit drafts the reservation form and SPA from the record.Salesforce, e-signature
- Real estateInstallment collectionsToday: Reminders are sent by hand. In Slack: Due and late installments posted, reminders sent, late payers flagged to the owner.Agentforce, ERP or Salesforce
- Real estateConstruction updates to buyersToday: Buyers call to ask about handover. In Slack: Milestones posted once and shared with buyers on the channel they prefer.Workflows, Salesforce
- Real estateHandover and snaggingToday: Appointments and snags tracked in spreadsheets. In Slack: A handover list per project with slots, snags and owners.Lists, workflows
- FintechKYC exception approvalsToday: Onboarding exceptions wait in compliance inboxes. In Slack: Exceptions post to #kyc-review with the case and are approved in the thread with a reason.Workflow approvals, Salesforce
- FintechPartner bank channelsToday: Bank partners are reached by email and calls. In Slack: A shared channel with each partner bank.Slack Connect
- FintechPayment incident roomsToday: Failed-payment spikes are found late. In Slack: Alerts open an incident channel with owners and a timeline.Integrations, workflows, canvases
- FintechFraud alert triageToday: Alerts are reviewed in a separate tool and decisions are not written down. In Slack: Alerts post with the risk score; the analyst decides in the thread and it is logged.Integrations, Agentforce
- FintechProduct and compliance sign-offToday: Launch approvals are collected by email. In Slack: A sign-off workflow per release, with compliance as a required step.Workflow Builder, Lists
- FintechCustomer complaint escalationsToday: Complaints move between teams with no owner. In Slack: An escalation channel per serious complaint, closed with a summary.Service Cloud for Slack
How people pick
Three buyers, and the ones they start with.
Example
Sales manager, Dubai brokerage
Today: Property Finder, Bayut and Dubizzle leads wait in inboxes, and viewings are arranged by phone tag.
After: Starts with the portal lead concierge and viewing booking. The listing permit check comes next.
Real estate brokersExample
Compliance head, Riyadh fintech
Today: Onboarding exceptions wait in compliance inboxes, and serious complaints move between teams with no owner.
After: Starts with KYC exception approvals and complaint escalation channels, each closed with a reason or a summary.
Financial servicesExample
Marketing manager, Abu Dhabi retail group
Today: Agencies work over email, and designs go round until someone signs off.
After: Starts with agency channels on Slack Connect and creative approvals logged in the thread.
For CMOs
After you pick
From your list to a written plan.
Today
Send the list
The use cases that fit, and the team that would start.
Within 24 hours
A reply by email
Questions first, if we need answers before we plan.
Before any work
The written plan
Which ones to start with, how each would run in your company, and what to leave alone.
First
One team, one process
People see the point before everyone switches.
The brief · one email
Tell us which ones. We write the plan.
The honest no: if the work is a software factory with a named delivery date, we are the wrong partner.